Augmented Business Intelligence: the massive adoption of edge data technologies - Bip Consulting

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Augmented Business Intelligence: the massive adoption of edge data technologies - Bip Consulting
Augmented Business
Intelligence:
the massive adoption
of edge data technologies

Author: Victor Bueno
          Senior BI Expert @ BIP xTech

Email: victor.bueno@mail-bip.com
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Augmented Business Intelligence: the massive adoption of edge data technologies - Bip Consulting
Introduction
    The idea of collecting data and generating information and KPIs to monitor businesses
    and measure impacts of strategies, process optimizations and project implementations is
    not new to anyone who works in companies oriented to maximize their results. In fact,
    the connection between KPI monitoring and business management is far well known and
    eternized in expressions like “what can’t be measured, can’t be managed”, but, as most of
    these managerial statement clichés, it’s not always trivial to collect the right data, to perform
    consistent data cleansing and to calculate certified KPIs in order to analyse business
    performance and to make correct and timely decisions based on data.

    The challenge scales-up when talking about big and complex enterprises in which data is
    generated everywhere, where different areas have their own perspectives about process
    performances and business trends, considering different data-sources, performing different
    data cleansing procedures and using different formulas to calculate the ‘same KPIs’.

    It’s in this context that Business Intelligence (BI) solutions became relevant in ICT budgets
    more than a decade ago: ‘why not centralize data management and KPI calculation in ICT
    teams, to ensure a Single Source of Truth and reduce the effort of business users on data
    manipulation activities, making them responsible just for analysing business-ready data?’
    We all know where this story ended: decentralized data in excel spreadsheets across the
    company.

    Though (or should we say ‘because’?) this story has failed, in recent years BI solutions
    matured dramatically, finding their space in the so-called edge data technologies, together
    with the Artificial Intelligence, Advanced Analytics, Cloud solutions, and so on. As a result,
    Gartner confirmed the trend from previous years and pointed to BI as one of priorities of big
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    enterprises CIOs for 2021 .

    BI lives again, long live BI!

    What is old is
    new again
    It seems Business Intelligence has really returned to stay (and grow). If at its debut it was all
    about centralized and enterprise-level reporting to better organize data across the company,
    reducing business teams’ ability to analyze data due to ICT-limited capacity to quickly
    respond to their needs, the modern BI solutions brought self-service ad-hoc capabilities to
    the masses, improving their front-end features to provide pixel-perfect reports, enabling easy
    data integration through hundreds of connectors and improving their data manipulation
    capabilities for data transformation and KPI calculation, all in an ICT manageable way.

    But beyond these features, that definitely improved platform capabilities to respond to the
    previous objective (“monitor-to-manage”), the most innovative BI solutions captured their
    raison-d’être in the edge data technologies environment: the turning-point is the massive
    adoption of edge techs by business users.

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Augmented Business Intelligence: the massive adoption of edge data technologies - Bip Consulting
DEEPENING
 Currently known as Analytics & Business Intelligence (or Augmented BI), platforms like Power BI, Tableau, Qlik Sense,
 Thoughtspot, Looker, Microstrategy, Spotfire, Oracle BI, SAP Analytics Cloud, etc. are enhancing their values exploring cloud
 solutions, artificial intelligence, machine learning, natural language processing, cognitive engines and augmented experience
 features.

      Figure 1 ABI Roadmap

But what is really
new?
According to Gartner 2, “Augmented Intelligence is a design pattern for a human-centered
partnership model of people and artificial intelligence (AI) working together to enhance
cognitive performance, including learning, decision-making and new experiences”. In other
words, Augmented Intelligence is oriented to improve, not to substitute, professionals in their
jobs and decision-making processes through the facilitation of understanding and usage of AI
while playing their roles.ziendali.

 DEEPENING
 The Augmented Analytics3, in turn, is the “use of enabling technologies such as machine learning and Artificial Intelligence to
 assist with data preparation, insight generation and insight explanation to augment how people explore and analyse data in
 analytics and BI platforms”.

Although modern Analytics & Business Intelligence platforms have implemented several new
features of Augmented Analytics, in this article we highlight some key innovations that will
dramatically impact the way companies consider BI platforms in their ICT strategies:

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Augmented Business Intelligence: the massive adoption of edge data technologies - Bip Consulting
Figure 2 ABI Key Innovations

    Infrastructure
    Identified as one of the challenges for BI platform implementation and enhancement in
    several companies, modern ABI solutions have to be up to date with data and technology
    trends, dealing with requirements for storage capacity, computational power and a variety of
    enterprise IT architectural blueprints.

    Cloud Native BI
    Cloud is already a reality. In Q3 2020, AWS, Azure and Google Cloud reported a year-over-
    year growth (YoY) of 29%, 20% and 45%, respectively4 and, according to Forbes and Dresner
    Advisory Services in the study “2020 Cloud Computing and Business Intelligence Market
    Study”, a record percentage of enterprises, 54%, say that Cloud BI is either critical or very
    important to their current and future initiatives5.

     DEEPENING
     Positive sentiment towards Cloud BI saw a sharp upturn in 2018 and it has since risen both in 2019 and 2020, when it climbed
     from 3.22 to 3.4 (well above the level of “important”). Compared to the early years of their focused study, it appears that Cloud
     BI conquered skepticism and crossed a threshold of credibility. Dresner’s research team expects that Cloud BI adoption will
     continue to rise.

    Cloud Native BI brings strong capabilities to companies thanks to public cloud providers no
    longer requiring capital expenditure (CAPEX) on storage and computing and enabling a pay-
    per-use logic based on operational expenditure (OPEX) – the more storage and processing
    you use the more you pay. Besides, Cloud Native BI easily integrates with Cloud Services to
    tackle real-time data, non-structured data, natural language challenges, denormalized data and
    SQL querying.

    Software as a Service (SaaS)
    Aware of companies’ needs, ABI platforms develop several alternatives of deployment for their
    solutions in different enterprise IT architectures, to the point of providing a full-managed
    service in which users just buy their SaaS licenses and then are ready to play.

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Augmented Business Intelligence: the massive adoption of edge data technologies - Bip Consulting
DEEPENING
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 According to the 2020 Gartner Report , the three market leaders, Power BI, Qlik and Tableau, already have their SaaS offerings,
 and new product launches reinforce this market tendency. Last year, for example, Qlik launched the Qlik Data Transfer7, a free
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 service to transfer on-premise data to Qlik Cloud in order to boost the adoption of the SaaS version of Qlik Sense Enterprise.

Analytics
This topic may be considered as one of the most important capabilities of Augmented BI
platforms once it enables business users to deal with data and obtain insights autonomously.

 DEEPENING
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 According to Information Week , analytics is entering the mainstream in 2021, which means more enterprise organizations
 will be able to take advantage of its benefits to accelerate business intelligence, machine learning, and other forms of artificial
 intelligence in their organizations, be it more productive projects or faster insights for decision makers.

Machine Learning
Modern ABI tools are looking for ways to better integrate their platforms with machine
learning models to boost data analysis, keeping a low-code approach and increasing ML
adoption across companies.
At the end of 2020, Qlik announced9 that they are on a journey to provide customers the
ability to use ML capabilities on their platform, for purposes like optimizing supply chain,
improving inventory management, preventing customer churn, etc.

 DEEPENING
 Following this strategy, AWS and Qlik have partnered with the joint vision of democratizing predictive analytics by creating
 the Qlik-SageMaker Connector, an integration with Amazon SageMaker, a managed service design to drive and scale the entire
 ML lifecycle, by bridging the Qlik Sense Server and SageMaker Hosting Services. Through the connector, Qlik Sense users can
 source real-time predictions from an Amazon SageMaker hosted model through Qlik’s in-memory engine.

Tableau, in turn, created the possibility to deploy ML models in Python using the TabPy
library10, easing ML model output presentation and model deployment in Tableau and making it
accessible to business users. At the end of 2020, in its annual conference, Tableau announced its
plan to bring together Tableau and Einstein Analytics11, both of Salesforce.
Planned for the first part of 2021, Einstein Discovery in Tableau enables real-time predictive
modelling and recommendation capabilities across the Tableau platform11.

 DEEPENING
 According to the company, “Tableau and Einstein Analytics will come together through a set of product integrations that will
 provide a more seamless experience for joint customers”.
 Einstein Discovery helps companies democratize data science across their organization with AI-powered analytics that enable
 business users to automatically discover relevant patterns based on their data.

In this context, Microsoft, the BI market leader, is boosting ML capabilities on Power BI through
native integration with Azure. Still in 2019, Santosh Chandwani, Principal PM of Power BI,
announced the preview of Automated Machine Learning (AutoML) for Dataflows in Power BI.

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AutoML enables business analysts to build machine learning models with clicks, not code, using
    just their Power BI skills.

     DEEPENING
     With AutoML, the data science behind the creation of ML models is automated by Power BI, with guardrails to ensure model
     quality, and visibility to ensure you have full insight into the steps used to create the ML model. Following the Cloud Native
     tendency, this functionality is only available on Power BI Premium and Embedded, both enterprise cloud-based licenses of
     Power BI 13.

    Cognitive BI
    Following the tendency of ML enhancements on ABI platforms and exploring Cloud Services, we
    can say that Cognitive BI solutions are like a young brother of the previous innovation with a
    still modest adoption.

     DEEPENING
     Gartner projects that, by 2025, AI for video, audio, vibration, text, emotion and other content analytics will trigger major
     innovations and transformations in 75% of Fortune 500 global enterprises 8.

    Aware of this other tendency, modern ABI tools are already integrating text analytics
    capabilities in their platforms, providing connectors to web and social media data and
    performing entity recognition and sentiment analysis.

     DEEPENING
     In 2020, Power BI announced the inclusion of semantic search functionalities in its roadmap 14.

    Data Relationships
    First created by Qlik, the Associative Engine was designed specifically for interactive, free-
    form exploration and analysis, with the ability to fully combine large numbers of data sources
    and index them to understand the associations.

     DEEPENING
     With this characteristic, any user – at any skill level – can search and explore their data in any direction, following their curiosity
     wherever it leads. According to Qlik, “it’s like having peripheral vision, removing blind spots and uncovering hidden insights that
     aren’t available in query-based tools” 15.
     Well, as with most successful innovations on the market, solutions oriented to automatically understanding connections
     between data were launched, like the Semantic Graph of Microstrategy16 that, together with the Hyperintelligence feature, put
     Microstrategy as a Challenger in Gartner’s 2019 Report on ABI.”

    Insight Generator
    As previously mentioned, to succeed in their adoption across enterprises, ABI platforms had
    to be ready to provide self-service BI environments, enabling business users to perform their
    own analyses instead of being “locked” on pre-made dashboards. Recent studies highlight that
    users often don’t want to self-serve; they increasingly expect insights to come to them. AI
    will play a major role here, surfacing micro-insights and helping us move from scripted and
    people-oriented processes to more automated, low-code and no-code data preparation and
    analytics 17.

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DEEPENING
 Regarding this, Thoughtspot provides an innovative solution based on the following pillars: Spot IQ and Search Engine. Spot IQ
 consists in an engine able to perform thousands of queries into underlying data and autonomously provide insights to users.
 The engine’s performance is improved by its ML model oriented to self-training, based on user evaluations of the generated
 insights. Finally, with its Search Engine, users no longer need to calculate KPIs manually, but they can simply ask the platform
 directly using natural language18.
 In the second semester of 2020, Qlik announced its Insight Bot, which is an AI-powered conversational analytics experience,
 oriented to giving everyone a faster and easier way to ask questions, get insights, and make data-driven decisions using natural
 language19.

Conversational BI
In the evolution to Natural Language, why not also consider the possibility of Conversational BI?
crystal, an augmented analytics tool by Milan-based scaleup iGenius, allows users to submit
questions via voice or text: crystal translates these into queries on a relational database
and responds in real time. Responses will be served up via voice or charts, based on the data
retrieved. crystal can understand concepts such as aggregation, averages, filters, data pivoting,
depending on how questions are formulated.

 DEEPENING
 The platform’s AI is able to recommend follow-up questions or NBQ (Next Best Questions) to users, based on history of use.
 Crystal can be configured quickly and in a way that is tailored around users’ specific needs, thanks to a “no-code low-code”
 configuration console. The product is currently available in English and Italian.

          Figure 3 crystal in action

Share
Regarding this topic, important changes are expected in the way professionals communicate
results and insights. In a context of increased collaboration activities, professionals need more
dynamicity to easily share information, receive feedbacks and improve.

Data Stories
Data stories consists in the setup of a guided dynamic flow into a dashboard analysis to
perform a storytelling that can be interactive and progressive, keeping the audience engaged
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without the need to create long presentations.

    Currently, the main ABI players already offer data stories functionality, but its usage isn’t
    massive among business professionals. Rita Sallam, Gartner VP analyst, highlights that data
    stories can help move organizations beyond the dashboard paradigm to a new way of
    consuming insights and sharing them across the companies.

     DEEPENING
     “By 2025, data stories will be the most widespread way of consuming analytics,” Sallam said. “Seventy-five percent of those
     stories will be automatically generated using augmented analytics techniques 8.”

    Decision Support Systems
    Decision support systems (DSS) are solutions designed to enable data consolidation from
    different and heterogeneous source systems into a unique server providing users the ability
    to query and monitor these sources through data analysis, KPIs and video flows.
    The multi-touch tables, in turn, are one of potential channels in which DSS can be delivered
    and it consists mainly in a hardware component with adapted software based on the Natural
    User Interface (NUI) paradigm to enable interactive multi touch screen system as tables &
    walls with customized touchscreen software & object recognition technology.

     DEEPENING
     KeyBiz is one of the high-tech companies developing advanced DSS solutions integrated with IoT devices providing hardware
     components adapted with NUI software development paradigm. The company designed multi-touch tables proposed
     specifically to sales and operations monitoring, war-rooms and rooms for crisis management in which users need dynamicity to
     dive into data and KPIs to better analyse challenges from multiple points of view.
     Below we present an example of Metamorphosis dashboard that is a KeyBiz DSS solution based on IoT devices and to monitor
     operations in real-time.

    Figure 4 Multi Touch Table Example                                Figure 5 KeyBiz Metamorphosis DSS

    Currently designed for single users, with the large adoption of multi-touch tables by
    enterprises, the modern ABI platforms will have to include this capability in their range
    of products/functionalities to play an important role in the Next Generation of Decision
    Support Management, strongly based on data visualization and collaboration capabilities

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Where to start?
The old Business Intelligence has dramatically evolved in recent years, going beyond data
monitoring in well-designed dashboards to enabling companies to boost adoption of edge
data technologies across areas. The point here is whether people in companies are really
ready to adopt edge data technologies and fully explore their capabilities in the Augmented
Intelligence era.
At Bip, we understand that this readiness is not a starting point, but a result from a
transformation program. Our approach to supporting companies towards ABI consists in
the design of use-case-driven evolutionary roadmaps that will guide the enhancement of BI
platforms, data infrastructure and Users’ culture and attitude.
Bip xTech, our Center of Excellence in exponential technologies, can count on BI experts, data
strategists, data scientists and other data professionals ready to support this evolutionary
path, being able to help our clients from the standardization of reports and development of
main corporate dashboards up to the governance of an ABI program and the development of
enhanced ABI solutions through AI, ML and streaming analytics.

Disclaimer
In this article, some products/vendors have been mentioned as examples to illustrate some
advanced functionalities. Bip, through our center of excellence in data technologies (Bip xTech),
has partnerships with many of these vendors but, aligned with our vendor independence
strategy, we maintain as technology agnostic and, therefore, we are able to recommend the
best solution depending on the client need, leveraging on a group of experts certified in most
of these technologies.

IF YOU NEED AN INSIGHT ON OUR END-TO-END OFFERING OR YOU WISH TO HAVE A
CONVERSATION WITH ONE OF OUR EXPERTS, PLEASE FILL IN YOUR PERSONAL DATA AT
THIS LINK, AND YOU WILL BE CONTACTED SOON.

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REFERENCES
     1.      https://www.gartner.com/en/newsroom/press-releases/2020-10-20-gartner-survey-of-
     nearly-2000-cios-reveals-top-performing-enterprises-are-prioritizing-digital-innovation-during-
     the-pandemic
     2.      https://www.gartner.com/en/information-technology/glossary/augmented-
     intelligence#:~:text=Augmented%20intelligence%20is%20a%20design,decision%20making%20
     and%20new%20experiences.
     3.      https://www.gartner.com/en/information-technology/glossary/augmented-
     analytics#:~:text=Augmented%20analytics%20is%20the%20use,in%20analytics%20and%20
     BI%20platforms.
     4.      https://www.parkmycloud.com/blog/aws-vs-azure-vs-google-cloud-market-share/
     5.      https://www.forbes.com/sites/louiscolumbus/2020/05/31/what-you-need-to-know-about-
     bi-in-2020/?sh=7d98f5583aa8
     6.      https://www.qlik.com/it-it/gartner-magic-quadrant-business-intelligence
     7.      https://www.qlik.com/us/products/qlik-data-transfer
     8.      https://www.informationweek.com/big-data/ai-machine-learning/augmented-analytics-
     evolves-to-make-ai-bi-easier-in-2021/d/d-id/1339270
     9.      https://www.qlik.com/blog/democratizing-machine-learning-capabilities-with-qlik-sense-
     and-amazon-sagemaker
     10.     https://towardsdatascience.com/integrating-machine-learning-models-with-tableau-
     b484c0e099c5
     11.     https://www.salesforce.com/news/press-releases/2020/10/07/tableau-and-einstein-
     analytics-come-together-to-drive-analytics-ubiquity/
     12.     https://powerbi.microsoft.com/it-it/blog/creating-machine-learning-models-in-power-bi/
     13.     https://docs.microsoft.com/en-us/power-bi/transform-model/dataflows/dataflows-
     machine-learning-integration
     14.     https://msdynamicsworld.com/story/microsoft-power-bi-roadmap-includes-semantic-
     models-power-platform-touch-points-synapse
     15.     https://www.qlik.com/us/products/associative-difference
     16.     https://www.microstrategy.com/en/resources/webinar/Data-Trust-and-Reusability-with-
     the-Enterprise-Semantic-Graph
     17.     https://www.qlik.com/us/bi/data-trends
     18.     https://www.thoughtspot.com/spotiq
     19.     https://www.qlik.com/us/-/media/files/resource-library/global-us/direct/datasheets/ds-
     qlik-insight-bot-en.pdf

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